Cameron
Rufus

Ritholtz Wealth Management

CRD#7052149
Investment Advisor
in Harrison, NJ

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About this Advisor

Cameron Rufus is a financial advisor working out of Harrison, New Jersey with a total of 2 years of industry experience. Rufus is currently employed by Ritholtz Wealth Management. Over the course of their career, Rufus has held roles at Middle School And High School, Burger King, Chipotle, Modern Woodmen Of America, Northwestern Mutual, Bowling Green State University and Ritholtz Wealth Management. Rufus holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in New Jersey and New York. Ritholtz Wealth Management is a registered investment firm operating out of New York, NY. It has offices in 15 locations and a total of 47 employees. It has $3 billion in assets under management among its 6,091 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 6,091 client accounts, 30% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on the type of services offered. Fees charged by Ritholtz Wealth Management most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Harrison, NJ

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Ritholtz Wealth Management Brokerage Details

Total Assets Under Management

$2,943,089,523

NJ Average: $7,464,549,021
Total Number of Employees

47

NJ Average: 88
Total Number of Accounts

6,091

NJ Average: 3,892
Average Account Size

$483,187

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Cameron Rufus Work History

Cameron has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ritholtz Wealth Management

2019 - 2019 (< 1 year)

Northwestern Mutual

2017 - 2019 (2 years)

Chipotle

2017 - 2018 (1 year)

Modern Woodmen Of America

2017 - 2021 (4 years)

Bowling Green State University

2015 - 2017 (2 years)

Burger King

2011 - 2015 (4 years)

Middle School And High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cameron Rufus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ritholtz Wealth Management

Kristopher Venne
New York, NY
Margaret Duquesnay
New Orleans, LA
Matthew Lohrius
New York, NY
Michael Batnick
New York, NY
Benjamin Coulthard
New York, NY
Joel Fishman
New York, NY
Jack Seifert
New York, NY
Alia Leiyn
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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